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The Prof G Pod with Scott Galloway · March 12, 2026 · 55m

How the War With Iran Could Reshape the Global Economy — with Peter Zeihan

Geopolitical strategist Peter Zeihan on what the Iran conflict means for the global economy: oil supply disruptions, energy market instability, and cascading effects on China, Europe, and globalization. Zeihan's framework — that geography, demographics, and energy access explain more than ideology — makes the abstract concrete. Covers why the Middle East conflict reshapes global trade routes and supply chains.

Highlights

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Geography and demographics explain more than ideology
Zeihan: oil routes, aging workforces, and chokepoints explain geopolitics better than anyone's stated intentions.

References

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The End of the World Is Just the Beginning — Peter Zeihan (2022) — How demographics and geography determine geopolitical outcomes

Misc

✧Zeihan's geographic/demographic determinism applied to the Iran war
✧Oil supply disruption scenarios and their cascading effects
✧Implications for China (energy dependent) and Europe (trade routes)
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